Monday, November 2, 2026

BMRN Earnings Review

BioMarin’s Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while lower 2026 guidance and $2.8 billion of net debt weighed on earnings.

BMRN $11B

Cestrian Capital Research Nov 2 1 click

Nov 2 PLTR $429B

Palantir Q3 FY12/26 Earnings Review

Cestrian Capital Research 1 click

Nov 2 FTAI $20B

FTAI Aviation Update, Part Two

CV's Substack 4 clicks

From X

@irbezek Oct 26

Ian Bezek on X

@InvestsCletus @joinyellowbrick $EWZS the Brazil small-cap ETF is down 36%, so makes sense that individual names are tracking that until the market opens. I'll be adding to $INTR at some point, yes.

@Mr_Neutral_Man Oct 26

Mr Neutral Man aka "Howard Marks of REITs” on X

@voltino_cro We bought $VNO preferred a few years back at 11.5% yield We've done over 20% CAGR for almost 4 years now Just added a little bit recent at a 8.3% yield

@MultiplesCap Oct 26 1 click

Multiples Capital on X

Oil spiking higher or lower from here and hence how gold and smid cyclicals do from here is now increasingly dependent on Israel election. Bibi loss likely results in Trump folding to Iran in some fashion which should push oil premium significantly down. The ultimate 🌮 could be served. Bibi wins should push oil higher. Doubt even Trump knows what happens. Don't yolo yet. $gld, $iwm

@TidefallCapital Oct 26 4 clicks

Trevor Scott on X

@realroseceline My only question is on valuation assumption. Why would $NU trade at a 30x pe in 2030?

@stockgutter Oct 26 1 click

SG on X

anyone buying Brazil today? Had several aggressive stinkbids in. Only one hit so far, $XP at 14.75. Will probably cover with calls. https://t.co/53Pn9RoLEs

@StableBread Oct 26 1 click

Fajasy on X

On EV to year-end ARR, Boost Run $BRUN now trades below CoreWeave $CRWV, Nebius $NBIS, and $IREN. At $8.89/share, $BRUN’s EV is $989.7M. That’s 2.5x its $400M target for year-end ARR, down from 5.4x at the $22.93 price in my August 16 update. EV is market cap plus debt and lease liabilities, less unrestricted cash, using October 16 closes and June 30 balance sheets ($BRUN’s cash is pro forma for the warrant exercises). ARR is the midpoint of each company’s year-end 2026 target, which is $18.5-19.5B for CoreWeave, $7-9B for Nebius, $400M for $BRUN, and more than $4B for $IREN. At 2.5x, $BRUN trades below all three peers, including $IREN at 3.2x. A reasonable range for $BRUN is 2.5-5.0x, from where it trades today to just under the midpoint of CoreWeave’s 4.2x and Nebius’s 5.9x. I use the peers’ median rather than their average, since Nebius’s 5.9x skews the average higher. Nebius also owns more than 75% of its contracted power, while $BRUN owns no data centers (a different model, not a weakness).

@Mr_Neutral_Man Oct 26 4 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

As someone who grew up in the restaurant business and provided a lot of free child labor, there is nothing passive or boring about any of these businesses. These kind of tweets are harmful! Want 7.2-8.3% passive income? You may want to consider the $REXR $PSA $VNO preferred https://t.co/y1NuP1BOcD

@valuedontlie Oct 26

Colin King on X

Flagstar $FLG probably outside my "circle of competence" but can't help looking... Cut FY27 EPS guidance from $1.65 to $0.90 (ouch) and pushed out to FY28 (because higher rates?) $60bn loan book with half of it in questionable CRE/MF loans concentrated in NYC (former NYCB), another ~third in growing C&I loan book Efficiency ratio ugly $10 stock with $15/sh TBV = 0.67x Maybe a value trap?

DoorDash 3Q’26: Buying the Big Basket

DoorDash’s 3Q orders rose 28% as it announced a $17 billion Instacart acquisition, expanding its grocery basket strategy after buying…

DASH $86B

MBI Deep Dives Nov 2 1 click

[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN

Reddit’s Google referrals fell by more than 1 million a week as AI search expands, prompting a logged-in-user push to protect ad yield and…

RDDT $18B

scuttleblurb Nov 2 2 clicks

5 Lessons I Learned from Nick Sleep, The Last Buy-and-Holder

Nick Sleep’s Nomad returned 921% before fees by concentrating in Amazon, Costco and Berkshire, and backing businesses that share scale…

COST $460B

Jimmy's Journal Nov 2 2 clicks

Iron Mountain: The Data-Focused REIT Looking To Climb Ahead After Q3 Results

Iron Mountain’s upgraded Q2 guidance, revenue, EBITDA and AFFO trends support its outlook before Nov.

IRM $35B

Albert Anthony Nov 2 1 click

Trading Post November 2, 2026: Global Payments Buyout Report Juices Payments Stocks, The Retail Trade, Hong Kong Calling Once Again

Global Payments rose 18% on a reported CD&R and GTCR take-private bid, while estimated control value is $45-$60 versus a $96.84 share price.

GPN $26BFIS $16B

Cassandra Unchained Nov 2 1 click

SoFi Technologies: On The Brink Of A Major Profitability Breakout

SoFi targets $6.4 billion in 2027 adjusted net revenue and $0.90 EPS as financial services growth lifts margins and profitability.

SOFI $22B

The Asian Investor Nov 1 2 clicks

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…

SRTA $430M

Capital Employed Nov 1 13 clicks

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $17M

Atrium Research - Equity Research Nov 1 1 click

Idea Brunch with Jamil Tahir of TurnMark Capital

TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…

AEYE $164M

Sunday's Idea Brunch Nov 1 2 clicks

Lumentum Earnings Preview: The AI Boom Is Already Priced In

Lumentum's $840.70 share price assumes durable AI-driven laser shortages and margins despite capacity expansion, customer bargaining power…

LITE $62B

Lee Bailey Nov 1 1 click

PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.9B

Value Investors Club Aug 4

Portfolio Update: October 2026 + Q3 Earnings outlook

Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…

CLMT $3.8B

Treasure Hunting Nov 1 3 clicks

Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x

Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…

TZOO $54M

Calvin Blissett Nov 1 1 click

Altria: Dutiful

Altria raised 2026 adjusted EPS guidance to $5.66 to $5.74 and authorized more buybacks, while on! loses share as cigarette margins hold.

MO $130B

Invariant Nov 1 2 clicks

Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.

Sleep Well Portfolio adds two AI infrastructure suppliers and trims CrowdStrike at a 140x free-cash-flow valuation and $270 billion market…

CRWD $248BSE $45B

Sleep Well Investments Nov 1 7 clicks

Portfolio Update October 2026

Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…

TGOPF $33BTSCO $18B

D Invests Nov 1 3 clicks

Agnico Eagle: Soaring Above The Peer Group

Agnico Eagle expects low-end 2026 guidance despite Barnat setbacks, while Hope Bay, Upper Beaver and Odyssey support production above 4…

AEM $84B

Taylor Dart Nov 1 3 clicks

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B

John Hempton's Newsletter Oct 31 3 clicks

Expert Call | Optical Module Ramps, Lumentum vs. Coherent Momentum, Server CPU, and Advanced Packaging Constraints

AAOI, Lumentum and Coherent 800G ramps, NVIDIA Rubin timing, and AMD, Intel and Arm server CPU demand frame an expert call on AI…

LITE $62BCOHR $41B

P Equity Research Oct 31 1 click

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $404M

The Oak Bloke Oct 31 2 clicks

Monday, November 2, 2026

Ian Bezek on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Multiples Capital on X

Trevor Scott on X

SG on X

Fajasy on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Colin King on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 73 of 273

X accounts we follow

Investor letters we follow

Sectors